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Centralised investment propositions (CIPs) are home to a more-than-healthy proportion of adviser firm new business but, beneath the overall ‘CIP’ label lies is a whole other layer of options. Despite this range, many adviser firms still favour the DIY route.

This paper is all about how advisers construct CIPS. We take the three main routes (in-house CIP, multi-asset/multi-manager fund and outsourced DFM MPS) and discuss their respective advantages and disadvantages.

We’ve spend a fair amount of time looking at CIPs in recent years and this work is supported by our own research.

Regulation (hi MiFID II!) is making its presence known here and we work through what that means across each of our three options, along with some practical pointers.

YOUR FARE TODAY IS NO POUNDS AND NO PENCE

Tatton Investment Management kindly picked up the tab for this one, so you can enjoy some CIP-themed enlightenment for free. Clearly, Tatton has a commercial interest in the market, but its objective here was to get some balanced analysis of CIP construction out there. And that’s where we came into the picture.

We set some ground rules and Tatton behaved very well. Our opinions are just that and the fact that this was a sponsored analysis made no difference to anything. Believe or not, but it is the truth.

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